Performing the same actions over and over again is not only boring, but it can also mean a waste of time and a loss of productivity. This is especially true for novice Excel users, who may not realize that it is easy to automate common tasks by recording a macro. But what is an Excel macro?
Excel macros allow you to automate many of the common tasks you will perform, from inserting formulas to data format. You don’t need to be a programmer to create them, as Excel can record your actions as you perform them. If you want to know how to record a macro in Excel, you need to follow the steps below.
What is an Excel macro?
An Excel macro is a set of recorded instructions, manually created in VBA (Visual Basic for Applications) or automatically saved with Excel Macro recorder a tool. A macro allows you to save any number of common actions, such as deleting blank columns, changing the text format, or inserting new formulas into a book.
These saved actions can be performed at the click of a button or using a specific keyboard shortcut. Each macro has a specific shortcut that you can use to quickly repeat the action.
Using Excel to record a macro will reduce the time it takes to create or edit a spreadsheet, speeding up the workflow in the process.
How to Record a Macro in Excel |
The easiest way to create a new macro in Microsoft Excel is to save it using Macro recorder tool, which you can use in Excel on Windows or Mac. Unfortunately, it is not possible to record a macro in Excel Online.
- To record a new macro in Excel, open a new or existing workbook. A la Developer select the tab Record the macro button. You can also press the button Alt + T + M + R keyboard keys.
- A la Record the macro , you can define a name for your macro to identify its purpose in the window Macro name , as well as provide a description for other users of the file Description Box. You can also add a shortcut key (such as Ctrl + T) to assign the new macro to a keyboard shortcut.
- A la Stores the macro a from the drop-down menu, you can define where you want to save the macro once saved, such as This workbook (to save it in the open workbook), New workbook (to save it in a new book), or Personal macro workbook (to allow it to be used in various workbooks). Select the file OK to start recording once you have confirmed your options.
- Once selected OK, the Excel Macro Recorder will be in recording mode. Every action you perform will be recorded, from clicking a button to editing a cell. Perform the actions that you want to record as a macro at this time, then select Stop recording button in the file Developer once you are done.
Execute, edit, or delete existing Microsoft Excel macros
Depending on the saved location you selected in the file Record the macro window, your recorded macro will be ready to run in your open workbook or in a recently opened workbook.
- To run, edit, or delete the macro that you created, select Developer> Macros from the ribbon bar.
- A la Macro window, a list of available macros to run in your open workbook will be displayed. To run the macro, select it from the list, then select it To run button. You can also use the keyboard shortcut that you selected when you created the macro to run it.
- To make changes to the recorded macro, select the file Edit button. This will open Excel’s VBA editor, which will allow advanced users edit the VBA code and change the operation of the macro. VBA beginners it may be easier to delete the macro and re-record it.
- To delete the macro, select it from the list, then select it Delete button.
- Excel will ask you to confirm that you want to delete the macro. Select Yes to confirm this. Once deleted, you will need to re-record the macro following the steps above.
Save Excel files with recorded macros
Excel workbooks are usually stored in XLSX file format (o XLS for books created in Excel 2007 and earlier). This file type supports most Excel data, but excludes saved Excel macros.
To save an Excel file with recorded macros, you must use the file XLSM file format.
- To save an Excel file as a macro workbook, select File> Save As> Browse.
- A la Save as window, select Excel macro-enabled workbook (* .xlsm) from the drop-down menu. Choose a location to save the file, then select the file Desa to save it.
- When you open the macro-enabled Excel file on another PC or Mac, you may need to authorize Excel to run the included macros first. Select the file Enable macros to do this.
Share Excel files with recorded macros
Excel macros are useful, but they also include potential security risks. If you open an Excel file that contains macros from a source that you do not recognize or trust, you will allow that file to run dangerous code on your PC.
That’s why online email providers, such as Gmail, prevent users from automatically sending XLSM (Excel workbook enabled for macros) to other users. If this happens, you may be able to use file sharing services like Google Drive to share it online with other users.
If you want to share the macro-enabled Excel file with another nearby user, you can also see local file transfer methods for sharing it with another PC or Mac or with other devices such as smartphones.
Macro-enabled Excel files can be included with viruses or other types of malware, so if you open an Excel file that you don’t trust, you might to Look for Malicious Software then to make sure your PC is not compromised. Or scans the file itself before opening it.
Advanced Excel tricks and tips
Recording a macro is just one Excel trick this can help you save time, but there are other Excel features that can also make you more productive. Advanced users may be interested in using Excel to scrape data online, while data analysts may be curious about how to use COUNTIFS, SUMIFS, and AVERAGEIFS for comprehensive data analysis.
If you prefer to work as a team or have problems with a complicated Excel formula, you can do the same collaborate on Excel spreadsheets through a shared workbook. You may find it Google Spreadsheets is a better option for online collaboration, however, with many of the same features and functions.